WEALTH MANAGEMENT GROUP DIRECTOR
SENIOR VICE PRESIDENT
Celeste offers clients over 25 years of comprehensive wealth management experience with a team approach that brings together specialists in multi-generational wealth planning, portfolio management, estate strategies, and managing the liquid as well as the illiquid side of the balance sheet. Prior to joining Seacoast Investment Services, Celeste served as Senior Managing Director of Private Wealth Management at SunTrust Bank, and was a Group Director for BB&T’s Wealth Management Division overseeing the states of Florida and Texas.
Celeste is a graduate of the State University of New York at Buffalo and is a CERTIFIED FINANCIAL PLANNER®1 practitioner. Celeste and her husband Mark enjoy listening to live music and she recently started playing the violin with the hopes of entertaining others someday.
1. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit |
Seacoast Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.LPL.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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